First of four consumer segmentation surveys provides detailed look at Americans’ finances By Paul Jarvis, CFP® AreaVoices Financial Planning Blog A new series of consumer surveys from Certified Financial Planner Board of Standards, Inc. (CFP Board) reveals four distinct groups of Americans based on their saving patterns, including one segment that exhibits optimism about their… Read More

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Paul Jarvis is a financial planner who loves challenging the status quo. He believes his clients are best served when they play an active role in the design and creation of their personal plans and strategies. Learn more about him and his expertise under About Me.